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ASML

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 22, 2024 by Steve Blank · said 6 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Dmitri Alperovitch (4), Steve Blank (1), Ben Black (1)

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001.312.52202420252026episodesmentions per episode
2026 1 mention in 1 episode
2024 5 mentions in 2 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about ASML, oldest first

Nov 22, 2024 negative
Assertion Supported
Steve Blank: Chip Export Controls Left Loopholes for Foreign Suppliers
“Now, to be fair, we ended up building a dam across half the river because while we put export controls on the U S companies, Tokyo electron and ASML, who provide the other parts of the machinery, don't have export controls.”
Steve Blank Nov 22, 2024 ▶ 42:04 How Elon Musk’s SpaceX Is Embarrassing The U.S. Government · Joe Lonsdale
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